| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 6,208 | $563,862.05 | $593,332.7 | $29,470.65 | 5.23% |
David Vollmer PFS Partners, LLC | 981 | $102,484.42 | $93,837.55 | -$8,646.87 | -8.44% |
Benj Foor Frazier Financial Advisors, LLC | 1 | $87.71 | $95.65 | $7.94 | 9.05% |
Angela Kelley HTLF Bank | 37,383 | $3.36M | $3.58M | $220,707.21 | 6.58% |
Amir Har-El Savvy Advisors, Inc. | 25,915 | $2.49M | $2.48M | -$10,056.48 | -0.4% |
United Advisor Group LLC United Advisor Group, LLC | 9,130 | $824,121.02 | $873,330.15 | $49,209.13 | 5.97% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,894 | $278,633.98 | $276,825.57 | -$1,808.41 | -0.65% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 119 | $11,509.58 | $11,378.18 | -$131.4 | -1.14% |
Steven JE Manders BKM Wealth Management, LLC | 12,662 | $1.14M | $1.21M | $74,766.1 | 6.58% |
Kent Keister Bear Mountain Capital, Inc. | 2 | $175.83 | $191.23 | $15.4 | 8.76% |
Thomas Hood Alternative Investment Advisors, LLC. | 59,476 | $5.08M | $5.69M | $607,022.49 | 11.95% |
Joshua Stipcich Tidemark, LLC | 10 | $939 | $956.35 | $17.35 | 1.85% |
Luke Bunch OxenFree Capital LLC | 15,827 | $1.44M | $1.51M | $75,378.97 | 5.24% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 398 | $38,319.48 | $38,062.73 | -$256.75 | -0.67% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 2,915 | $280,654.81 | $278,776.02 | -$1,878.79 | -0.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,716 | $160,007.79 | $164,092.5 | $4,084.71 | 2.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 417 | $39,169 | $39,877.71 | $708.71 | 1.81% |
Chandler te Velde Maia Wealth LLC | 2,666 | $242,313.53 | $254,962.91 | $12,649.38 | 5.22% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,377 | $509,858.1 | $514,202.51 | $4,344.41 | 0.85% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,104 | $194,537.24 | $201,195 | $6,657.76 | 3.42% |